Fed's Logan (2026 voter, hawk) even if oil prices stay high, constraints like gas takeaway capacity may keep producers from increasing output

Newsquawk Staff · 16 Jul 2026, 18:00 UTC

Increase in exports of oil has mostly come from inventories, not new production.
Even with most conservative estimating, electricity prices from data centre demand likely to be another source of modest inflationary pressures.
Very optimistic on long-term productivity gains from AI.
Right now, investment demand for AI is big, real and has near term inflationary effects.
Has concerns about the labour force in Texas, given immigration restrictions.
Fed meetings and the structure and the data-driven focus has not changed a bit.
Wages at the moment are not providing inflationary pressures, is worried about the risk though.
Goal should be efficient and effective balance sheet, not necessarily a goal on its size.

What our latest note said

US Market Open, 21 Oct, 10:29 UTC · what it led with

Pakistan Army Chief Munir brought the "final warning" from the United States to Iranian officials, which called on Iran to submit to the US demands for concessions on the nuclear issue before taking any other steps.
The UK government has approved the Jackdaw North Sea gas field.

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Iran and US talks continue, and reports that the deal is close are wrong.
WTI crude+1.5%
Mediation efforts said that "Qatar and Pakistan presented a 'compromise proposal' that meets the demands of both the American and Iranian sides", Al Araby Al Jadeed reports citing sources.
WTI crude−4.6%
"A breakthrough is expected to be announced this week to halt the escalation between Washington and Tehran", Al Araby Al Jadeed reports citing a source.
WTI crude−1.1%

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